FP&A Associate

Prominent international investment bank seeks a detail-oriented finance professional to contribute to financial performance analysis, management information, and planning activities across the Americas. The successful candidate will help translate financial data into actionable insights, support business leaders in evaluating performance, and ensure consistency across regional reporting and global finance requirements.

The position involves working with complex financial datasets spanning multiple legal entities and business divisions. It requires a combination of financial acumen, technical proficiency, and strong stakeholder management skills. The ideal candidate will bring experience in financial services, a solid understanding of data structures and reporting frameworks, and a proactive mindset toward improving operational efficiency and strengthening financial controls.

Core Responsibilities

• Financial Performance Analysis: Produce recurring management information packages, executive-level presentations, and analytical reviews covering financial results, revenue movements, expenditure patterns, and key business performance indicators.
• Planning and Forecasting: Support budgeting, financial projections, and performance tracking activities. Investigate deviations between actual results and planned figures, providing clear explanations of key movements and their potential business implications.
• Data Governance and Reporting Controls: Ensure financial information is accurate, complete, and consistently presented across business lines, including Markets, Investment Banking, and Corporate functions. Apply established reporting standards and investigate discrepancies where necessary.
• Reporting Transformation: Identify opportunities to simplify reporting workflows, improve data extraction and consolidation, and reduce manual effort through enhanced processes and analytical tools.
• Global Finance Coordination: Partner with regional finance teams and overseas headquarters to address information requests, reconcile reporting expectations, and maintain alignment with applicable accounting, regulatory, and internal reporting guidelines.
• Business Partnering: Collaborate with finance colleagues and stakeholders across front-office and support functions to evaluate revenue and expense trends, assess asset movements, and monitor relevant business metrics.
• Entity-Level Financial Oversight: Assist with periodic intercompany reconciliations, expense allocation reviews, and financial reporting activities across multiple legal entities, ensuring differences are investigated and resolved promptly.
• Strategic and Cross-Functional Initiatives: Contribute to projects involving forecasting enhancements, business productivity, financial process optimization, and other initiatives designed to improve planning capabilities and management visibility.

Qualified candidates should have at least 3 years of FP&A experience in the financial services/banking industry

Base salary 100-125k DOE